Join Farther as a Relationship Manager & Servicing Advisor to manage affluent households and deliver comprehensive financial planning.
Posted by employer 5 months ago
First seen on Joblaze 1 week ago
Last verified on the company career page 1 day ago
Skills & Technologies
AI in the day-to-day
Use AI tools and Farther's platform to work efficiently and scale service quality.
Requirements
- Experience
- 10+ years
Not disclosed in this posting: compensation, visa sponsorship.
Benefits
Joblaze summary
In this role, the Relationship Manager & Servicing Advisor at Farther is responsible for managing a dedicated segment of affluent households, addressing service requests, and providing comprehensive financial planning. The position requires a strong background in financial planning, particularly in areas like retirement and tax strategies, along with proficiency in tools like eMoney or RightCapital. Ideal candidates will have over a decade of client-facing experience and a CFP® certification, making this role suitable for seasoned professionals looking to deepen client relationships without the pressure of business development. Farther's collaborative environment and innovative approach to w
Joblaze insights
- Listed 9 days ago on Joblaze — tracked directly from Farther's career page.
- Farther has 35 other open roles including Senior Frontend Engineer, Conversational & Gen UI, Client Transitions Associate, Senior Trading Associate.
- 36 active AI tools roles on Joblaze right now.
- 3 active eMoney roles on Joblaze right now.
- 3 active RightCapital roles on Joblaze right now.
- Typical AI tools salary we track runs $81,197–$158,284 (median $115,000, across 21 roles).
Quick facts
- Is the Relationship Manager & Servicing Advisor role remote?
- It's hybrid — Farther expects some on-site time in Remote in Boston, MA.
- How much experience is required?
- At least 10 years of relevant experience for this Relationship Manager & Servicing Advisor role.
- Where is the role based?
- Farther is hiring for this position in Remote in Boston, MA.
- What's the tech stack?
- Joblaze extracted these technologies from the posting: AI tools, RightCapital, eMoney.
- What seniority level is this role?
- Farther targets senior candidates for this position.
- Is this full-time or contract?
- Full-time for this Relationship Manager & Servicing Advisor role at Farther.
From the original posting
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.
Your Impact
- Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions
- Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
- Own the full client meeting cycle — prep, attendance, notes, and all follow-up
- Build relationships deep enough that clients come to you first
- Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
- Maintain meticulous CRM records and workflows across Farther's platform and planning software
- Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
- Use AI tools and Farther's platform to work efficiently and scale service quality
The Ideal Match
- CFP® certification with 10+ years of financial planning experience
- Direct client-facing experience — you've owned relationships, not just supported them
- Strong planning knowledge across retirement, tax, estate, and equity compensation
- Proficiency with eMoney and/or RightCapital
- Active AI tool user — not just open to it, actually doing it
- Exceptional follow-through — nothing slips
- Clear communicator who builds genuine client trust
- Series 65 (or equivalent); clean U4
Bonus Points
- Background in a paraplanner, service advisor, or associate advisor role at an RIA
- HNW or UHNW client experience
- Familiarity with Farther's platform or similar modern wealth tech stacks
- Additional designations (ChFC, CLU, CDFA)
- Experience in team-based advisory models
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand